Private Client Tax MD: Lead Advisor & Growth

Search Services; San Antonio (TX); In loco; USD 210.000 - 320.000; Tempo pieno

Descrizione del lavoro

Search Services in San Antonio, TX seeks a Tax Managing Director – Private Client Services to lead complex advisory and compliance engagements for high-net-worth individuals and families, including estates, trusts, and closely held businesses. You will mentor teams, drive business development, and coordinate with other professionals.

You will shape the growth of the Private Client Services practice in the Texas market, oversee engagement planning, and ensure exceptional client service and

Competenze

• Bachelor's degree in Accounting, Finance, or a related field.
• 10+ years of progressive tax experience advising high-net-worth individuals and families.
• CPA, Enrolled Agent (EA), or attorney license.
• Strong communication, leadership and client-service skills.
• Proven ability to manage complex engagements and relationships.

Mansioni

• Lead complex tax compliance and consulting engagements for high-net-worth individuals, families, and closely held businesses.
• Mentor and manage tax professionals while delivering high-quality client service.
• Develop tax planning strategies and advise on significant financial decisions and transactions.
• Coordinate with attorneys and advisors to provide comprehensive tax solutions.

Conoscenze

Tax advisory

Client relationships

Team leadership

Tax planning

Formazione

Bachelor's degree in Accounting/Finance

Descrizione del lavoro

Search Services in San Antonio, TX seeks a Tax Managing Director – Private Client Services to lead complex advisory and compliance engagements for high-net-worth individuals and families, including estates, trusts, and closely held businesses. You will mentor teams, drive business development, and coordinate with other professionals.

You will shape the growth of the Private Client Services practice in the Texas market, oversee engagement planning, and ensure exceptional client service and